Documentation

How the Workbench actually works.

Download the approved stable release without registering. Follow the exact package’s requirements and installation guide. Purchasing is not currently open.

01

Installation & activation

Choose your Windows, Mac or Linux entry, check IT requirements, and activate online or with a .lic file for supported packages.

Open installation & activation
02

What it is

A local project-control workspace useful to one PM alongside existing company systems.

Open what it is
03

Workflows

Weekly triage, meetings to actions, gate readiness, review handoff, and closure.

Open workflows
04

Security & privacy

Project work stays on your computer. An online account holds identity and licence records only.

Open security & privacy

Your update, at a glance

Updating without losing your work

Keep the old application and a verified backup until you have checked the new version. Follow any instructions supplied with your update.

Follow the highlighted controls below. Screenshots show fictional example data; your project names and version will differ. Select any image to enlarge it.

Step 1 of 5

Back up

Wait for Saved, then open File → Import / Merge Workspace….

  1. Click Download Full Backup. Keep the downloaded file outside both application folders.
  2. Click Save Verified Snapshot.
  3. Click Open Backup Explorer. Check that the new snapshot is listed as Verified SQLite.
1 Download Full Backup · 2 Save Verified Snapshot · 3 Open Backup Explorer
The three backup controls in Import / Export
The three backup controls in Import / Export

1 Download Full Backup · 2 Save Verified Snapshot · 3 Open Backup Explorer

Where do I find these controls?

Open File → Import / Merge Workspace… to reach the Import / Export screen.

This menu opens the backup tools. Opening the screen does not import anything.
File menu with Import / Merge Workspace highlighted
File menu with Import / Merge Workspace highlighted

This menu opens the backup tools. Opening the screen does not import anything.

Step 2 of 5

Close

Close the Workbench browser tab. Then press Ctrl+C in its runtime console and wait for it to stop.

Closing the browser alone does not stop the application.

Before closing, check Saved and wait for any pending edits to finish.
Saved status at the bottom right of the Workbench
Saved status at the bottom right of the Workbench

Before closing, check Saved and wait for any pending edits to finish.

In the runtime console

The console is the window that opened when you started the Workbench. Wait for it to exit.

Step 3 of 5

Download

In Account → Downloads, open View & Download for your software.

Choose your platform and click Download selected. Extract the complete package into a new folder on a fixed local drive.

Keep the old application folder intact. Do not extract over it.

1 Choose your platform · 2 Click Download selected. Only eligible updates appear in your account.
Platform selection and Download selected in your account
Platform selection and Download selected in your account

1 Choose your platform · 2 Click Download selected. Only eligible updates appear in your account.

Step 4 of 5

Open

Use the new package’s supplied launcher and follow its instructions to open your existing workspace.

When the new version reopens the same workspace, no import is needed.

Unexpectedly empty? Stop and check the workspace location before making changes.

Your familiar projects should be present. The example shown here has two fictional projects.
Existing projects in the Workbench
Existing projects in the Workbench

Your familiar projects should be present. The example shown here has two fictional projects.

Step 5 of 5

Check

  • Check your projects, document relationships and attachments.
  • Make a small edit and confirm Saved.
  • Stop and restart the new version, then check that the edit is still there.
  • Return to the backup tools and click Save Verified Snapshot.

Ready to continue. Keep the previous application and backups for recovery.

Check the newest entry’s creation time and its Verified SQLite label. Create a fresh snapshot after checking the update.
Verified SQLite snapshot in Backup Explorer
Verified SQLite snapshot in Backup Explorer

Check the newest entry’s creation time and its Verified SQLite label. Create a fresh snapshot after checking the update.

Empty workspace, transfer or recovery?

An empty workspace appeared unexpectedly

Stop and confirm the data location with support. Do not edit both copies.

Only if the update instructions require a transfer

In the new empty destination, open the backup tools, click Import Workspace Backup and choose the full backup you saved in step 1. Review the import preview before confirming.

Import replaces that destination’s workspace; it does not merge two databases. Then complete the checks in step 5.

Use only for a required transfer into the new empty destination, after confirming the workspace location.
Import Workspace Backup in the backup tools
Import Workspace Backup in the backup tools

Use only for a required transfer into the new empty destination, after confirming the workspace location.

Before using an older version or backup

Use older software only when support confirms it can read the current data. Restoring an older backup can discard newer work. If an update reports incompatible data, stop and request migration guidance.

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